Plan Snapshot
- Plan Sponsor: Executive Director, INC.
- Sponsor EIN: 390992016
- Sponsor Address: 555 E. WELLS ST, MILWAUKEE, WI, 53202
- Plan Type: 401(k)
- Total Participants: 313
- Total Assets: $30.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 313 | $30.5M | $680,789 | $1.8M |
| 2023 | 306 | $27.6M | $632,151 | $1.7M |
| 2022 | 273 | $21.7M | $563,961 | $1.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEME | CONSULTING | $48,601 | — | $48,601 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $48,095 | — | $48,095 |
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHWESTERN MUTUAL WEALTH MANAGEME — CONSULTING
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,696
- Estimated Expense Ratio: 0.317% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $96,796 | $48,601 | — | — | — |
| 2023 | $78,856 | $40,919 | — | — | — |
| 2022 | $77,401 | $39,737 | — | — | — |